Syncing in Yardi Breeze

Yardi Breeze Lead Sync Setup

This guide shows how to connect Yardi Breeze leads to RentBamboo so your AI can capture and respond to new renter inquiries.

RentBamboo will handle your property sync, if you don’t see your properties contact [email protected]

Step 1 — Add RentBamboo as a User

1. Log in to Yardi Breeze.

2. Go to Settings → Users & Roles.

3. Click Add User.

Enter the following details:

• Name: RentBamboo AI

• Email: Your RentBamboo email

• Phone: Optional — add the RentBamboo phone number if available

Then:

• Assign a leasing or marketing role

• Assign the user to the properties you want RentBamboo to manage

• Enable guest card / inquiry email notifications (new leads, tours, applications)

• Turn off any automated lead reply templates

This ensures RentBamboo receives new renter inquiries.

Step 2 — Confirm the Invitation Email

Yardi Breeze may send a confirmation email for the new user.

If this happens:

1. Log in to RentBamboo

2. Go to Inbox

3. Open the invitation email

4. Click Accept / Activate Account

Step 3 — Syncing Costar and Zillow

If your leads directly feed into Yardi (lead cards automatically populate), you’ll need to also add us into your ILS sources, follow the guide below to help

Additional Step — For Yardi Clients Using CRMIQ Only

If your organization is using CRMIQ, you must also add the House user as a Leasing Agent.

1. Navigate to Setup > Property > Review Property.

2. Select the desired property and go to Functions > Agents.

3. Find the House Agent and add a Start Date if not populated

4. If the House Agent is not on the list:

   1. Select the paper icon.

   2. Select Employee to find and add the House user as a leasing agent.

   3. Enter the start date for the House user.

   4. Click Submit.

This ensures the CRMIQ environment correctly assigns and manages lead routing via the House agent.

Now that your data is synced in, let’s train the AI: